Matthew Cook
Matthew Cook is a CFA-designated registered investment advisor at Cook & Associates, based in Troy, MI, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 90 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.15% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
2050 Livernois Rd, Ste B, Troy, MI, 48083
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Matthew writes and services life insurance, health insurance, and fixed annuities outside of LPL since 2009. He is also the owner of Insurance Designers Great Lakes, Inc., an insurance agency, and spends a few hours per week on non-variable life insurance. Matthew also owns Kelley-O'Brien Properties, a real estate rental business, dedicating minimal time to it.
Employment History
Current Registrations
Cook & Associates
LPL Financial LLCBroker
Previous Registrations
Cook & Associates
LPL Financial Corporation
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Mutual Service CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.